Navi Mutual Fund manages assets worth 6774 crores and was set up on 2009-12-04. Its current offering of mutual fund schemes includes 56 debt, 34 equity, 38 hybrid, 27 other funds. The company is led by its CEO Rajiv Naresh.
Schemes
Total AUM
Name | Navi Mutual Fund |
AUM | ₹ 6774.22 Crores |
Incorporation Date | 2009-04-09 |
CIO | - |
MD & CEO | Rajiv Naresh |
Contact Number | +91 80 4511 3444 / 1800-103-8999 |
Email Id | mf@navi.com |
Website | http://www.navimutualfund.com |
Trustee | Navi Trustee Ltd. |
Office Address | 7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur Rd Koramangala Industrial Layout, S.G. Palya. |
Fund name | AUM | NAV | 3Y Returns |
---|---|---|---|
Navi NASDAQ 100 FoF Direct (G) | ₹966.22 Cr | ₹15.77 | - |
Navi US Total Stock Market FoF Direct (G) | ₹939.32 Cr | ₹15.96 | - |
Navi Flexi Cap Fund Direct (G) | ₹267.05 Cr | ₹26.05 | 15.986% |
Navi Large & Midcap Fund Direct (G) | ₹316.32 Cr | ₹41.96 | 16.711% |
Navi Liquid Fund Direct (G) | ₹66.48 Cr | ₹27.58 | 6.222% |
Navi ELSS Tax Saver Nifty 50 Index Fund Direct (G) | ₹70.22 Cr | ₹14.43 | - |
Navi Nifty India Manufacturing Index Fund Direct (G) | ₹49.76 Cr | ₹17.02 | - |
Navi Nifty 500 Multicap 50:25:25 Index Fund Direct (G) | ₹16.71 Cr | ₹9.79 | - |
Navi Aggressive Hybrid Fund Direct (G) | ₹109.32 Cr | ₹22.55 | 14.939% |
Navi Nifty Next 50 Index Fund Direct (G) | ₹675.22 Cr | ₹16.66 | - |
Navi BSE Sensex Index Fund Direct (G) | ₹12.68 Cr | ₹12.25 | - |
Navi Nifty Midcap 150 Index Fund Direct (G) | ₹209.05 Cr | ₹19.77 | - |
Navi Nifty IT Index Fund Direct (G) | ₹12.53 Cr | ₹12.47 | - |
Navi Nifty Bank Index Fund Direct (G) | ₹511.56 Cr | ₹13.61 | - |
Navi Nifty 50 Index Fund Direct (G) | ₹2449.79 Cr | ₹15.64 | 13.498% |
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Invest online in Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.
KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund company. A KYC form will include details of identity, address, financial status, occupation, and demographic information.
You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.
The following steps will guide you to download the Navi mutual fund investment statement using the Scripbox App:
The excel document includes the following details:
Fund Manager Name | Type Of Fund | Number of Schemes |
Saravana Kumar | Equity and Debt | 9 |
Girish Raj | Equity | 2 |
Pradeep Sukte | Equity | 1 |
Mr Kumar is the Chief Investment Officer at Navi Mutual Fund. He has been associated with the Compnay since 2019. He has more than 29 years of experience in Asset Management, Banking, Insurance and Portfolio Management Services.
Earlier, he worked with LIC Mutual Fund where he held the position of Head of Investments from October 2013-15. He also worked with AIA Life Insurance Co. Ltd. as CIO from 2009-13. From 2003 to 2009 he worked at ICICI Bank Limited as Deputy GM. He was also a Fund Manager at SBI from 2001-03.
Academically, Mr Kumar holds an Engineering Degree in Electronics & Telecommunications. In addition, he has also done his MBA in Finance from IIM Bangalore. He is also a CAIIB.
Mr Raj has more than 17 years of experience in Portfolio Management Services and Broking industry. His previous associations include the following Quest Investment Advisors (Quest), IFCI Financial Services Ltd. (IFIN), Pranav Securities Pvt. Ltd., Independent Research Private Limited (IRPL), and also Asian Techno Investments Pvt. Ltd. He currently manages two funds at Navi Mutual Fund.
Mr Sukte is currently the Dealer – Equity and Fund Manager of Navi Arbitrage Fund. He is also a key personnel at the fund house. Prior to joining Essel, he was with Sahara Asset Management Co. Pvt. Ltd., IDFC Securities Limited, Quantum Securities Private Limited, UTI Securities Limited and also HDFC Securities Limited. Mr Sukte holds a CFA certification and also a B.Com degree.
Navi mutual fund was incorporated to offer financial services hassle-free, affordable and simply accessible. Furthermore, the company leverages a technology driven and customer centric approach to create its financial products. In January 2021, Navi Mutual Fund acquired Essel Mutual Fund and renamed it to Navi. The company currently manages 10 funds with an AUM worth INR 697.45 crores.
A best Navi mutual fund may vary from one investor to another. Navi mutual fund has 10 funds catering to multiple investors’ needs. Therefore, one must align their investment purpose and risk, with the fund’s objectives and risk level to find the best fit.
One can invest in Navi Mutual Fund online directly through Scripbox. Alternatively, they can invest in Navi Mutual Fund through the fund houses’ website. Moreover, they can also invest in Navi Mutual Fund through any other online platform or mobile application.
A SIP can be stopped online by directly going to the Navi mutual fund website and logging in with a folio number or any online portal where the investment has been started.
To withdraw money from Navi Mutual Fund, one can visit the nearest Navi Mutual Fund office and submit a form. Alternatively, they can visit the Navi Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their Navi Mutual Fund investments from any online portal where they first invested.